{"id":544204,"url":"https://alion.io/job/forvismazars-client-onboarding-executive","title":"Client Onboarding Executive","company":{"id":96551,"name":"Forvis Mazars","domain":"forvismazars.com","url":"https://alion.io/company/forvismazars","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":78,"open_postings":31,"ghost_share":0,"stale_share":0.871,"repost_share":0,"time_to_fill_p50_days":24,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Birmingham, United Kingdom","Leicester, United Kingdom","Nottingham, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":39000,"max_usd":106000,"period":"year","method":"role_country_seniority_unknown","sample_n":243},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-08T10:52:11Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-09T13:58:32Z","board_verified":true,"closed_at":null,"days_open":62,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":61},"description":"Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.\nYou'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, wegrow,belong andimpact.\n#LI-DNP\nAbout The Role\nWorking in the Client Engagement Centre, the client onboarding executive will be required to support client teams by undertaking customer due diligence on clients. This includes carrying out initial research (including screening to identity a variety of risks, such as adverse media) on the prospective clients, collation of publicly available information about the client and relevant documentation, and, inputting this into the firm's systems.\nCarrying out client due diligence and collation of supporting documents for a variety of new and existing clients and updating on a periodic basis.\nScreening of clients for sanctions, Politically Exposed Persons (PEPs) and adverse media. Providing appropriate level of support to the Risk Partner to help them assess the risk profile.\nInput the due diligence information and documentation into firm's systems for onward submission and review.\nLeading by example in demonstrating that they are reliable and self-motivated, placing high priority on achieving quality in all tasks they complete.\nLiaise with the client facing teams to obtain further information and/or documentation where this has not been provided or is not available from open sources. Recognising anomalies or issues, and escalating matters as appropriate.\nIT skills with Microsoft Word, Excel and PowerPoint, as well as knowledge of internet tools\nWorks well within a team environment, developing and maintaining relationships within the team and wider firm\nTime management and organisational skills.\nCommunication skills (written and verbal) are required together with the ability to work under time pressure and to deadlines\nWhat are we looking for\nWorks well within a team environment, developing and maintaining relationships within the team and wider firm\nCommunication skills (written and verbal) are required together with the ability to work under time pressure and to deadlines\nTime management and organisational skills\nIT skills with Microsoft Word, Excel and PowerPoint, as well as knowledge of Internet tools\nReady to grow, belong, and impact? Apply now and join us at Forvis Mazars!\nDiversity, Equity & Inclusion\nAt Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.","description_format":"text","description_chars":3477,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Advisory, Valuation & Restructuring","Management Consulting","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-09-08T10:52:11Z"},{"event":"close","at":"2026-10-03T06:21:07Z"},{"event":"reopen","at":"2026-11-05T10:22:18Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.29,"p_room":0.28,"age_days":61,"expected_fill_days":24,"reasons":["conf:1","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-11-09T06:03:00Z"},"pay":null,"html_url":"https://alion.io/job/forvismazars-client-onboarding-executive","json_url":"https://alion.io/job/forvismazars-client-onboarding-executive.json","meta":{"generated_at":"2026-11-09T20:36:53Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7952,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":96551},"rest":"https://alion.io/mcp/rest/get_company?id=96551"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fforvismazars-client-onboarding-executive"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fforvismazars-client-onboarding-executive"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fforvismazars-client-onboarding-executive"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/forvismazars-client-onboarding-executive\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fforvismazars-client-onboarding-executive"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":544204}},{"tool":"search_jobs","arguments":{"company":"forvismazars.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":544204},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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